Fiduciary Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fiduciary Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.64M	Buy	53,488 +2,522	+5%	+$131K	0.23%	91
2025 Q4	$2.79M	Buy	50,966 +3,640	+8%	+$194K	0.23%	85
2025 Q3	$2.55M	Buy	47,326 +3,188	+7%	+$169K	0.22%	93
2025 Q2	$2.31M	Buy	44,138 +3,324	+8%	+$165K	0.22%	97
2025 Q1	$2.03M	Buy	40,814 +6,621	+19%	+$332K	0.2%	104
2024 Q4	$1.65M	Buy	34,193 +5,725	+20%	+$277K	0.17%	114
2024 Q3	$1.29M	Buy	28,468 +394	+1%	+$17.2K	0.13%	128
2024 Q2	$1.15M	Buy	28,074 +4,530	+19%	+$186K	0.12%	129
2024 Q1	$992K	Buy	23,544 +3,029	+15%	+$120K	0.11%	138
2023 Q4	$771K	Buy	+20,515	New	+$710K	0.09%	146

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Group's XLF Position: Q1 2026 in Review

Fiduciary Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q1 2026, buying an estimated $131K and bringing the position to 53,488 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #91.

Fiduciary Group first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Fiduciary Group held 53,488 shares of State Street Financial Select Sector SPDR ETF worth $2.64M as of Q1 2026.
Fiduciary Group bought 2,522 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Financial Select Sector SPDR ETF made up 0.23% of Fiduciary Group's portfolio in Q1 2026, its #91 holding.
Fiduciary Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Fiduciary Group's State Street Financial Select Sector SPDR ETF position peaked at $2.79M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.